Pepe Silvia.
“There are many risks out there.”
“There are many risks out there.”
And no, this isn’t about the dollar.
Revisiting the perpetual motion machine for exacerbating inequality.
It’s not over.
Expect a reprieve, but beware 2019.
If at first you don’t succeed…
“The recent divergence in the performance of US Equities vs. the rest of the world is unprecedented in history.”
Hint: it’s the dollar.
“Investors take note”…
In the simplest possible terms, this is a perpetual motion machine for increasing inequality.
“It is real devastation for these people who work here and work hard in the Kansas City area.”
Half full, or half empty?
“We conjecture that market participants do not realize that passive investors are buying or selling securities.”
“The market’s having a hard time digesting the whole change in globalization.”
“… a trade war is the biggest concern for almost half of those surveyed.”
Who will be the marginal buyer of equities going forward?
For what it’s worth…
Lots and lots of “winning.”
Food for thought for those so inclined.
I’m not sure it qualifies as a “bold” call, but it is “a” call.
“What are the biggest risks to your financial situation?”
More on the disconnect.
“…re-risking is likely to continue during the summer as volatility stays contained and investors increase equity positions.”
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